Top AI Stock Picks for June from Leading Investment Platforms

June 06, 2025

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📊 AI Is Booming — But Where’s the Real Value?

The artificial intelligence (AI) phenomenon continues to reshape the investment landscape, promising to inject an astounding £12.5 trillion ($15.7 trillion) into the global economy by 2030. As this "once in a generation Industrial Revolution" gains momentum, discerning which AI opportunities offer genuine value right now is more vital than ever. For June, we've scoured the latest expert analyses, identifying key players poised for growth and, crucially, one historically pricey stock to approach with extreme caution.

Market sentiment is generally bullish heading into summer, with May seeing a notable 5% gain in the market, bringing the rebound from early April to about 20%. However, investors should remain vigilant, as uncertainty persists with upcoming FOMC meetings and potential trade negotiations, which could trigger "knee-jerk reactions" and "volatility". Despite this, the long-term outlook for the market is considered "fairly bullish".

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🔍 Top AI Picks for June

The Blue-Chip AI Powerhouses (Source: MarketBeat)

For those seeking stability with strong AI integration, two established tech giants stand out:

Microsoft $MSFT ( ▲ 0.12% )  

Market Cap: $3.45T | YTD Performance: +10.5% | Analyst Price Target: $516
A trusted AI leader embedding intelligent tools across enterprise software and cloud services. Its recent rebound to all-time highs, strong cash flow, and share buybacks signal long-term confidence.

Meta Platforms $META ( ▲ 1.24% )  

Market Cap: $1.73T | YTD Performance: +17.5% | Analyst Price Target: $687
Meta is gaining momentum from AI-driven growth and expanding into consumer AI with its Ray-Ban smart glasses. Analysts view its new dividend and strong free cash flow as signals of lasting strength.

The AI-Enhanced Platform Innovator (Source: MarketBeat)

One familiar name is undergoing a strategic AI-driven revitalisation:

Market Cap: $35.5B | YTD Performance: +24.5% | Analyst Price Target: $68
Though not an AI infrastructure player, eBay is reaping benefits from years of investment in machine learning. Its AI-led efficiency upgrades are helping boost user experience and growth — with analysts lifting their price targets.

High-Growth Innovators to Watch (Sources: MarketBeat & Wedbush Securities)

For those eyeing higher growth potential, these two AI-centric companies are making waves:

Snowflake $SNOW ( ▲ 0.15% )  

Market Cap: $70B | YTD Performance: +35.7% | Analyst Price Target: $215
A standout data player powering GenAI through its Cortex platform. A change in leadership has reinvigorated growth prospects, with forecasts suggesting 20–25% annual growth.

CoreWeave $CRWV ( ▼ 2.87% )  

Market Cap: $78.3B | YTD Performance: +308% | Analyst Price Target: $67
Recently IPO’d and backed by £710M ($900M) from NVIDIA, CoreWeave delivers AI compute at scale. With projected triple-digit growth, it’s one to watch — though caution is advised due to post-IPO volatility. A potential entry point may sit around $75.

The Clear AI Bargain (Source: The Motley Fool)

Amidst the AI hype, one market leader is considered a decisive bargain:

Market Cap: $2T | YTD Performance: –11% | Analyst Price Target: $200
Despite regulatory noise, Alphabet remains a cornerstone of AI — dominating global search and innovating through Google Cloud. Its P/E ratio of 16.9 represents a 24% discount to its 5-year average, with over £75 billion in capital to drive future innovation and buybacks.

The AI Stock to Approach with Caution (Source: The Motley Fool)

While the AI market is vast, not all cutting-edge AI stocks are currently worth investing in. One stock attracting significant caution is:

Palantir Technologies $PLTR ( ▲ 3.73% )  

Market Cap: $307B | YTD Performance: +72% | Analyst Price Target: $88
While praised for its government (Gotham) and enterprise (Foundry) AI platforms, Palantir’s meteoric rise of ~2,000% since 2022 raises concerns.

Red Flags Include:

  • Limited contract expansion, mostly confined to the US and allies

  • Bubble-like valuation trends, mirroring past tech hype cycles

🎯 The AI Stock Tracker

Putting the top AI stocks for June through our AI Stock Screener, only Palantir Technologies (PLTR) has made it onto our current watchlist. It is trading near all-time highs, so we’re monitoring for signs of consolidation or a pullback before considering any entry. 

Two other stocks making our watchlist and worth keeping an eye on in 2025:

  • AppLovin $APP ( ▲ 3.46% )  
    Market Cap: $141B | YTD Performance: +27% | Analyst Price Target: $408
    Demonstrating strong growth and currently showing top relative strength in the AI sector.

  • Credo Technology $CRDO ( ▲ 5.9% )  
    Market Cap: $13B | YTD Performance: +14% | Analyst Price Target: $74
    Reported standout earnings this week, triggering a 20% gap up on Tuesday. Strong momentum makes it one to monitor closely.

We’ll continue to track these names for technical setups or favourable risk-reward conditions.

📌 Final Take: Be Selective, Stay Grounded

As June unfolds, the market presents both exhilarating opportunities and potential pitfalls within the AI sector. While the overall outlook remains largely bullish, informed decision-making is paramount. For investors and traders, the key lies in carefully discerning fundamental value from speculative fervour — and recognising that while AI is undeniably a transformative force, time-tested investment principles remain essential to navigating it successfully.

Disclaimer - The information contained on this newsletter does not constitute investment advice or a personal recommendation, nor is it an invitation or inducement to engage in investment activity. You should seek independent financial and, if appropriate, legal advice as to the suitability of any investment decision. Past performance is not a guide to future performance. The value of investments, and the income from them, can fall as well as rise. You may not get back the full amount invested and, in some cases, nothing at all. The information presented is based on publicly available data and sources believed to be reliable; however, its accuracy or completeness cannot be guaranteed. Market conditions can change rapidly, and the information provided may no longer be up to date. This content is for informational purposes only and should not be construed as financial, legal, or tax advice. Data sources: S&P Global Market Intelligence